ROCK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROCK FOUNDATION (EIN 06-1603870)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-10
- IRS object ID
- 202022849349100502
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-10T09:09:10-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Mishkin CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3599 NW Clubside Cir | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061603870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 2038696734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CAROLINE STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER O SCANNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2038696734 | PhoneNum |
| Signature | 2020-06-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Mishkin | PreparerPersonNm |
| PTIN | P01219022 | PTIN |
| Phone | 2032194033 | PhoneNum |
| Preparation | 2020-10-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.251.131.136 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-10 | IPDt |
| IP Tm | 09:09:02 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FDEE8D09C2F798C133FE4EEE00FAFB580ACE38BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FDEE8D09C2F798C133FE4EEE00FAFB580ACE38BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,752,718 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,457 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,740,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,564,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,739,720 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $6,659 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,240,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,821,046 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,916 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,335 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $470,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,769,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,797,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,158,216 | CashBOYAmt |
| Cash EOY | $4,645,300 | CashEOYAmt |
| Cash EOYFMV | $4,645,300 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $4,021,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,304,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,107,418 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,179,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,949,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,752,718 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,179,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,949,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,179,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,949,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,179,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,949,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,179,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,769,813 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,949,540 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,949,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENESSEE & WYOMING | P | 2012-06-01 | 2019-12-27 | $1,314,544 | $0 | $568,306 | $746,238 | $0 | $0 | $0 | $746,238 |
| GENESSEE & WYOMING | P | 2011-05-29 | 2019-05-23 | $1,108,467 | $0 | $584,225 | $524,242 | $0 | $0 | $0 | $524,242 |
| GENESSEE & WYOMING | P | 2011-05-26 | 2019-05-23 | $1,053,865 | $0 | $671,378 | $382,487 | $0 | $0 | $0 | $382,487 |
| ROCKEFELLER BALANCED FUND | P | 2018-12-31 | 2019-12-31 | $87,652 | $0 | $0 | $87,652 | $0 | $0 | $0 | $87,652 |
| ROCKEFELLER BALANCED FUND | P | 2019-01-01 | 2019-12-31 | $0 | $0 | $899 | -$899 | $0 | $0 | $0 | -$899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,739,720 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$899 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $302,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,172,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,720,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,286,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,952 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,872,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $471,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,807,305 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069301 | DistributionYr5Rt |
| Total Distribution | 0.212352 | TotalDistributionRt |
| Average Distribution | 0.042470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,424,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,299 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,973 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $436,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,973 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,973 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $12,000 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $399 | EsPenaltyAmt |
| Tax Due | $6,372 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER SCANNELL | IndividualWithBooksNm |
| Phone | 2039127567 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CAROLINE STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER O SCANNELL | ||||||||
| 1111 CAROLINE STREET | HOUSTON | TX | 77010 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEAN SCANNELL | ||||||||
| 1111 CAROLINE STREET | HOUSTON | TX | 77010 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,865,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,671,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,537,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,537,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,424,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,973 | TotalTaxAmt |
| Distributable Before Adj | $353,230 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $353,230 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $353,230 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $436,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,973 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $418,277 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,230 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,037 | RemainingDistriFromCorpusAmt |
| Total Corpus | $122,392 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $83,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER O SCANNELL | ContributingManagerNm |
| Contributing Manager | JEAN G SCANNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTL MEDICAL CORP | ||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90904 | PUBLIC | HEALTH CARE SERVICES & TRAINING | $10,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 261 WEST 47TH STREET | NEW YORK | NY | 10036 | PUBLIC | PRODUCING INNOVATIVETHEATER AND STUDENTEDUCATION | $20,000 |
| STAR OF HOPE | ||||||
| 1811 RUIZ STREET | HOUSTON | TX | 77081 | PUBLIC | HOMELESS SHELTER | $10,000 |
| GREENWICH TOWN PARTY | ||||||
| 101 FIELD POINT RD | GREENWICH | CT | 06830 | PUBLIC | UNIFY AND STRENGTHENCOMMUNITY | $5,000 |
| CONNECTICUT APPLESEED | ||||||
| 25 DUDLEY ROAD | WILTON | CT | 06897 | PUBLIC | MOBILIZE SKILLSOF PRO BONOPROFESSIONALS | $15,000 |
| SMITH COLLEGE | ||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01060 | PUBLIC | GENERAL FUND | $10,000 |
| DARTMOUTH COLLEGE | ||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | PUBLIC | GENERAL FUND | $100,000 |
| HEALTH NETWORK FOUNDATION | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PUBLIC | IMPROVE MEDICINE FOR ALL | $10,000 |
| PLANNED PARENTHOOD | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PUBLIC | WOMEN'S HEALTH | $10,000 |
| STOP THE ADDICTION FATALITY EPIDEMI | ||||||
| 3118 WASHINGTON BLVD | ARLINGTON | VA | 22201 | PUBLIC | FIGHT OPIOID ADDICTION | $100,000 |
| DARTMOUTH COLLEGE | ||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | PUBLIC | GENERAL | $50,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 261 WEST 47TH STREET | NEW YORK | NY | 10036 | PUBLIC | DEVELOPMENT OF NEWPLAYS AND STUDENTEDUCATION | $65,000 |
| SBPUSA | ||||||
| 1424 N SAM HOUSTON PKWY | HOUSTON | TX | 77032 | PUBLIC | DISASTER RELIEF | $10,000 |
| BISSEL PET FOUNDATION | ||||||
| 2345 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | PUBLIC | FINDING PETS HOMES | $5,000 |
| THE BEACON | ||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | PUBLIC | HELP ENDHOMELESSNESS | $10,000 |
| NANTUCKET CHILDRENS FUND | ||||||
| 2821 EMERYWAY PARKWAY | RICHMOND | VA | 23294 | PUBLIC | SUPPORT CHILDDEVELOPMENT | $5,500 |
| SCONSET TRUST | ||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | PUBLIC | PRESERVE EASTEND OF NANTUCKET | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,667 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,740,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,821,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,821,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER O SCANNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 CAROLINE STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROCKEFELLER BALANCED FUND LP | $1,776,597 | $2,243,618 |
| CRANE CO | $527,643 | $863,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROCKEFELLER BALANCED FUND K-1 | Desc |
| Revenue And Expenses Per Books | $18,335 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,335 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROCKEFELLER BALANCED FUND K-1 | Desc |
| Revenue And Expenses Per Books | $6,659 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,659 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $10,589 | |
| FOREIGN TAX PAID | $3,916 | $3,916 |
Comments